Thursday Insights Registration
January & February

January 2023

January 5 – Pre-empted – Happy New Year
Wishing you a very prosperous New Year! May the upcoming year be filled with success and wealth, and may your business grow bigger and stronger with each and every day.

January 12 – Pre-empted for Orange County EPI Chapter Meeting
Join us for “Kick Off the New Year with a Plan to Predispose your Clients to Yes Using Pre-engagements Tools;” presented by Joe Strazzeri, Esq. and Shelley Lightfoot, CEPA.
For full description and to register, go to: www.SCInstitute.org/EPIOC

January 19 – The Secret Sauce to Exit Planning; presented by Shelley Lightfoot, CEPA and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA
Many advisors want to add Exit Planning as a line of business to their current practice but struggle to do that as well as maintain their current revenue stream.  Shelley and Melisa will outline a comprehensive advisor’s guide to help entrepreneurs find clarity about the dichotomy that exits in their gut, honor their journey thus far, unpack their priorities, and identify the issues to focus on.  Learn the mechanics to cause engagement, retain the quarterback role, maintain momentum, and complete the 7-Step Business Succession Journey.   

January 26 – Tax Law Update and Planning Best Practices; presented by Keith Troutman, CPA, Partner and Thomas Hahn, CPA
Join Keith and Thomas to understand tax planning best practices for business owners and their entities including corporate tax considerations, exit planning, capital gain planning, 1031 exchanges, as well as an overview of the Inflation Reduction Act’s provisions.

February 2023

February 2 – Private Family Trust Companies: Centralized Governance for Family Enterprises; presented by Matthew Grupp, Esq.
Ultra-affluent families usually face a complex set of dangers, opportunities, and strengths. In order to build their wealth and flourish across generations, these families benefit from centralized governance to solve their complexity. The Wyoming Private Trust Company fills this need through its dual role both as the trustee of trusts and as the chassis of the family office. This structure allows for integrated management of the family’s assets and activities. Specific benefits of the PFTC include:

• Increased control of assets held in trust
• Ability to hold unique and hard-to-value assets
• Seamless trustee succession planning
• The Wyoming PFTC offers access to favorable asset protection, trust, and tax law
• A structure to guide family governance and train future family leaders
• If desired, the chassis for a full suite of family office services
• Ability to hire and fire 3rd party advisors to assist in the administration of the PFTC

Ultimately, the PFTC keeps the family in control of its assets, management, and legacy. Join Matthew to learn how the benefits of the PFTC can be leveraged to build a flourishing family.

February 9 – Pre-empted for Orange County EPI Chapter Meeting
Join us for “The Perspective Series: Entrepreneurs Revealed (Business Owner Panel Discussion;” this session will be led by EPI OC Board Members. For full description and to register, go to: www.SCInstitute.org/EPIOC

February 16 – Pre-empted for the Certified Founders Group Associate Program
Combine your previous training, unique skills, and technical acumen with our before, during, and after engagement and process tools to open the conversation, close the entire engagement, manage the work, and cross-sell your services.  Learn more here:  www.scinstitute.org/CFGA

February 23 – Create a Practice That Reflects Who You Want to Be; presented by Joe Strazzeri, Esq. and Shelley Lightfoot
In our teaching and speaking with thousands of successful advisors, we have found there are three common obstacles when facilitating exit planning as part of their practice: getting past the wall; keeping your bread and butter; and getting caught not knowing.  Join Joe and Shelley as they share game changing insights that will help you not only find the answers to what the client called about but also the true drivers “Behind the Conversation.”  Get to the heart of what it’s really about and your client’s “Summary to Action” with a timeline, milestones, commitment to the first step, and dedication to completing your process. With commitment to your methodology, clients will feel a facilitated sage wisdom supported by you, their lifelong advisor.